Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
539 advisors
Number of Clients
25,632 clients
Average Client Portfolio
$449K average
Assets Under Management
$11.5B

Fee Structure

Ameritas Advisory Services charges fees based on the specific program and services you choose. These fees can be asset-based for investment management or may involve separate charges for financial planning or consulting. Some programs are 'wrap fee' programs, meaning the fee covers both advisory services and transaction costs, while others charge transaction costs separately. It's important to discuss the costs and benefits of each option with your IAR to determine the most suitable approach for your financial situation.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information

Office location

221 E 4th St, Ste 405, Cincinnati, OH, 45202

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Alex is an associate at Premier Planning Group, LLC, providing insurance services and managing investment business processes. This takes about a quarter of his time.

Employment History
Current Registrations
Ameritas Advisory Services, LLC
May 2024 - Present · 1 yr 8 mos
Ameritas Investment Company, LLCBroker
April 2024 - Present · 1 yr 9 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC Broker
July 2023 - January 2024 · 6 mos
State Registrations1 state
OH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.